We help families thrive for generations.

Meet Matter.

We believe wealth should enhance your life and support your purpose.

Our multifamily office brings energy and talent to help you make planning and investment decisions, save you time, and care for your family – now and in the future.
$10B
assets under
advisement
100%
privately
held
35+
years serving families
140+
core client
families

We provide an extensive suite of integrated family office services to meet your needs.

Matter’s interdisciplinary, client-centric approach to wealth management supports your family and your financial world through a dynamic, cost-efficient platform.
A mother and her two children are roasting marshmallows around an outdoor fireplace; the family dog sits with them.
Family Operations

Family Operations

We handle essential operations with precision – from bill pay and accounting to tax coordination and financial reporting – so you can focus on what matters to you.

Wealth Planning

Wealth Planning

We provide the insights, information, and expertise you need to navigate the nuances of your financial world, and we execute to realize your goals.

Investment Management

Investment Management

We strategize with you to get the right investments in the right places at the right times – and manage them through all market cycles.

Family Learning

Family Learning

We guide your family on an intentional path grounded in purpose, shared values, financial literacy, and great communication.

Project Management

Project Management

We oversee complex projects and transitions across generations, real estate, businesses, and advisors, ensuring alignment and seamless execution.

Recognition

EY25_Regional-Finalist-Logo
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and we’ll reach out to you.

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Matter Family Office and IWP Family Office are now one firm under the Matter brand.

Matter Family Office and IWP Family Office are now one firm under the Matter brand.

We are excited to blend our talent, expertise, and offerings to serve our clients for generations.

Learn more.
Matter Family Office

Invest in your family.
Speak with the Matter Team.